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Administrator Guide
Last Updated: 2024-01-26
Create Scheduling Eligibility Rules

Create Scheduling Eligibility Rules

Security:
Set Up: Scheduling: High Level Scheduling Settings
 domain in the Scheduling functional area.
You can configure rules that determine eligibility for Workday Scheduling components. Workday can then use eligibility rules to automatically populate values in some processes. Example: Workday can automatically assign schedule tags to workers as part of the
Auto-Assign Schedule Tags
 service step on the
Change Job
 business process based on the eligibility rules you create.
Workday provides many fields on the Worker and Position business objects that you can reference in eligibility rules. For position-specific data, delivered fields on the Worker object usually reference a worker's primary position. To handle workers with multiple jobs, you can either:
  • Define conditions on the Worker object that reference all of a worker's positions.
  • Define position-specific eligibility on the Worker object using a calculated field to extract a field from the Position object.
You can also create your own calculated fields to use in eligibility rules.
  1. Access the
    Create Scheduling Eligibility Rule
     task.
  2. In the
    Description
     field, enter a meaningful description for identifying the rule.
    This description displays in prompts when you select from available rules.
  3. As you complete the
    Rule Conditions
     grid, consider:
    Column
    Description
    And/Or
    When you enter 2 or more logical statements, this option controls how Workday uses the statement with the preceding line.
    All conditions in an And expression must be true for the expression to be true.
    At least one of the conditions in an Or expression must be true for the expression to be true.
    ( )
    Use the parentheses columns when there are 3 or more logical statements and a combination of Ands and Ors.
    Example: To say (a and b) or c:
    • Use the opening parenthesis at the beginning of statement a.
    • Use And before statement b and a closing parenthesis at the end of statement b.
    • Use Or at the beginning of statement c.
    Source External Field or Condition Rule
    The source data for which you’re defining a rule condition. You can select a report field or a calculated field. Example:
    Job Profile
    .
    Relational Operator
    Select how you want to compare the source data to the next value in your condition. The options depend on the data type of the source. Example: any in the selection list.
    Comparison Type
    Specify whether Workday will compare the source to another field or to a value you enter in the
    Comparison Value
     column.
    Comparison Value
    Select a comparison field or enter the value to compare to the source.
    Order
    When you have multiple statements, use the arrows to control the processing order of the statements.
You can view the rule using the
View Scheduling Eligibility Rule
 report.